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Estate Planning Basics – Enrolment Period Must-Dos

November 9 @ 10:00 am 12:00 pm

Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney, an
Advance Directive, a Trust or a Transfer on Death Deed – what they are & how and when they work.
Here some of the questions/topics addressed during this session:

  • What is the difference between a Will and a Trust?
  • Power of Attorney vs. Guardianship proceedings;
  • Beneficiaries to financial accounts, such as life insurance, retirement stocks… things to have in mind;
  • Minor children provisions.
    FOCUS: Take the time to make sure your benefits reflect your needs. Let’s discuss questions to ask and things to
    have in mind during this important period of the year.
Free